We were pleased to host our Next Gen 301 Webinar: Financial Planning for Young Families. This session, led by Luke Kraft and Lukas Kolasch, covered essential strategies for budgeting, saving, investing, and planning for the future. The webinar went great, and we appreciated the engagement from everyone who attended. Whether participants were just starting out or looking to strengthen their financial foundation, the discussion provided valuable guidance tailored to the unique needs of young … [Read more...]
2025 Trivia Night for Charity
Thanks for joining us at Trivia Night for Charity! It was a fantastic evening filled with fun questions and friendly competition - all in support of GiGi's Playhouse- Madison, which empowers individuals with Down Syndrome. Thanks to your generosity and enthusiasm, we raised an amazing $64,642 to help further GiGi’s Playhouse’s mission of empowering individuals with Down syndrome to achieve their greatest potential. Thank you for being a part of this inspiring event!!Be sure to save the date … [Read more...]
2025 Medicare 101 Webinar
Catch the Replay of Our 2025 Medicare 101 Webinar!Led by Ben Rothering of WDS Health, this engaging session simplifies the often-overwhelming world of Medicare. With clarity and insight, Ben breaks down coverage, eligibility, and plan options—making Medicare feel less confusing and far more manageable. Whether you're planning ahead or helping a loved one, this webinar is a must-watch! … [Read more...]
2025 March Basketball Contest
Congratulations to our March Basketball Contest winners! 2025 Individual Entries: 1st - Bill Lazar (252 Points) 2nd - Jeff Seeliger (245 Points) 3rd - Paul Anderson (242 Points) 2025 Team Entries: 1st - "Net Gains" (238.6 Points) 2nd - "Boerke" (197.7 Points) 3rd - "Screaming Lazars" - (193.7 Points) Thanks to everyone who joined the fun- see you next round! … [Read more...]
2025 Confident Movement Webinar
Watch our Confident Movement Webinar led by Susan Frikken of Yahara Therapy! Learn unique techniques to enhance confidence in yourself and improve mobility. Boost your physical and mental well-being! Learn more about Yahara Therapy at yaharatherapy.com! … [Read more...]
2025 Market Outlook Webinar
Dillon Lull from American Funds provided an in-depth analysis of the latest market trends and shared expert investment strategies for the year ahead. Attendees walked away with more valuable knowledge to guide their financial decisions. We are thrilled with the turnout and are excited to see how everyone will apply the knowledge shared during the session. A big thank you to everyone who attended and made this event such a success! … [Read more...]
WDS Bulletin: December 20th, 2024
Supply Drive We’re excited to share the success of our Supply Drive for the Specialty Care Free Clinic and the Waukesha Free Clinic: $540 in cash and checks (not including online donations), 775+ items donated, and 20 sets of USPS stamps!A heartfelt thank you to our amazing WDS client donors, your generosity will make a real difference in providing care for those in need. Let’s keep supporting these incredible clinics! Learn more about how to volunteer or … [Read more...]
WDS Bulletin: November 8th, 2024
Harbour Awards Our WDS Advisor Team recently attended the annual Harbour Investments Conference, where we had a valuable opportunity to network with fellow advisors from across the industry. We are proud to share that several of our advisors were honored with awards for their outstanding achievements: Luke Kraft (Silver Award - Top 40% of Advisors*) Chris Peck (Gold Award - Top 20% of Advisors*) Lucas Marty (Gold Award - Top 20% of Advisors*) Kyle French (Platinum … [Read more...]
WDS Bulletin: September 25th, 2024
Golfing for a Cause This summer, the WDS team hit the greens to showcase their golf skills while giving back to the community. In June, they participated in the Gio's Garden Golf Classic, raising funds for a local non-profit that offers therapeutic respite care for children ages 0-6 with disabilities. Then, in August, WDS took part in the Monticello Booster Club Golf Outing, where they contributed $800 to support the town’s athletics and extracurricular programs. … [Read more...]
